Task Management
The Tasks panel gives you complete control over work flowing through your AI workforce.
Accessing the Task Board
Nav Rail: Click Tasks
You'll see the Kanban board with columns for each status.
Screenshot: Full Kanban board showing tasks across all columns
Kanban Board Layout
┌────────────────────────────────────────────────────────────────┐
│ Tasks [+ New Task] [Filter] │
├────────────────────────────────────────────────────────────────┤
│ │
│ Inbox (4) | In Progress (2) | Review (1) | Done (12) │
│ ──────────────────────────────────────────────────────────── │
│ │
│ ┌──────────┐ ┌──────────┐ ┌──────────┐ │
│ │ T-42 │ │ T-38 │ │ T-35 │ │
│ │ Research │ │ Build API│ │ Edit │ │
│ │ Top 5 │ │ endpoint │ │ blog │ │
│ │ Competitors│ │ │ │ post │ │
│ │ │ │ │ │ │ │
│ │ 🟡 Medium│ │ 🔴 High │ │ 🟢 Low │ │
│ │ Scout │ │ Nova │ │ Echo │ │
│ │ Due: Fri │ │ Due: Wed │ │ Due: Mon │ │
│ └──────────┘ └──────────┘ └──────────┘ │
│ │
│ ┌──────────┐ │
│ │ T-43 │ │
│ │ Design │ │
│ │ landing │ │
│ │ page │ │
│ │ │ │
│ │ 🟠 High │ │
│ │ Pixel │ │
│ └──────────┘ │
│ │
└────────────────────────────────────────────────────────────────┘
Task Cards
Each card shows:
- ID — Unique identifier (T-42)
- Title — Brief description
- Priority — Color-coded importance
- Assignee — Who's working on it
- Due Date — When it's due
- Tags — Categories (if any)
Columns Explained
Inbox
New tasks waiting to be started.
What happens here:
- Tasks created but not assigned
- Assigned tasks agent hasn't started
- Backlog of future work
Your actions:
- Drag to In Progress when ready
- Reassign if needed
- Set priorities
In Progress
Active work happening now.
What happens here:
- Agent checked out the task
- Work actively being done
- Progress updates logged
Your actions:
- Monitor progress
- Answer questions from agents
- Move to Blocked if issues arise
Review
Work complete, needs quality check.
What happens here:
- Agent marked task done
- Aegis/Sentinel reviews quality
- Approved or sent back
Your actions:
- Review approved work
- Check Reviewer comments
Human Review
(Managed AI Companies only)
Work complete, waiting for your approval.
What happens here:
- Task passed quality review
- Needs human approval
- Won't move to Done until you approve
Your actions:
- Review deliverables
- Click Approve or Request Changes
Blocked
Can't proceed due to dependency or issue.
What happens here:
- Waiting for another task
- Agent has a question
- Missing information
- External blocker
Your actions:
- Check comments for blocker details
- Unblock by resolving dependency
- Answer questions
- Reassign if needed
Done
Completed and approved work.
What happens here:
- Task fully complete
- Deliverables saved
- Time logged
- Available for reference
Creating Tasks
Method 1: Quick Create
- Click "+ New Task" button
- Fill basic info:
Title: Write blog post about AI trends Description: 800-word article covering top AI trends for 2024 Assignee: [Echo ▼] Priority: [High ▼] Due Date: [Date picker] - Click Create
Method 2: From Column
- Click "+" in any column
- Task starts in that column
- Fill in details
- Save
Method 3: Via Message
You: @Atlas Create task: Research competitors
Atlas: Created task T-45 "Research competitors"
Assigned to: Scout
Status: Inbox
Task Details
Click any task to open full details:
┌─────────────────────────────────────────────────────────┐
│ T-42: Research Top 5 Competitors [Edit] [×] │
├─────────────────────────────────────────────────────────┤
│ Status: In Progress │
│ Assignee: Scout (Research Analyst) │
│ Priority: 🟡 Medium │
│ Due: Friday, Dec 15 │
│ Company: Q1 Marketing │
├─────────────────────────────────────────────────────────┤
│ │
│ Description: │
│ Research and analyze the top 5 competitors in our │
│ space. Focus on pricing, features, and positioning. │
│ │
│ Acceptance Criteria: │
│ ☐ Identify top 5 competitors │
│ ☐ Document pricing for each │
│ ☐ Compare key features │
│ ☐ Provide positioning analysis │
│ ☐ Deliver 2-page report │
│ │
├─────────────────────────────────────────────────────────┤
│ Tags: research, competitors, q1-campaign │
│ Milestone: Market Research Phase │
│ Estimated: 4 hours │
│ Actual: 2.5 hours (so far) │
├─────────────────────────────────────────────────────────┤
│ Dependencies: │
│ Blocks: T-43 (Competitive Analysis Writeup) │
├─────────────────────────────────────────────────────────┤
│ Comments │
│ Scout (2 hours ago): Started research. Found 3 │
│ competitors so far. Need more │
│ time for the other 2. │
│ │
│ You (1 hour ago): Take your time, quality over speed. │
│ │
│ [Add a comment...] │
└─────────────────────────────────────────────────────────┘
Moving Tasks
Drag and Drop
Click and drag cards between columns:
- Inbox → In Progress
- In Progress → Review
- Review → Done (if approved)
- Any → Blocked
Status Dropdown
Click status badge on task card:
[In Progress ▼]
├─ Inbox
├─ In Progress
├─ Review
├─ Human Review
├─ Blocked
└─ Done
Keyboard Shortcuts
- E — Edit task
- M — Move task
- C — Add comment
- D — Delete task
Filtering and Search
Filter Bar
Filter tasks by:
- Status — One or multiple columns
- Assignee — Specific agent or unassigned
- Priority — Urgent, High, Medium, Low
- Company — Specific AI Company
- Tags — Categories
- Due Date — Overdue, today, this week
Search
Search tasks by:
- Title keywords
- Description content
- Task ID
- Assignee name
- Comments
Global Search: Cmd/Ctrl + K from anywhere
Working with Tasks
Assigning Tasks
Change Assignee:
- Open task details
- Click Assignee dropdown
- Select agent
- Agent gets notified
Auto-Assignment:
- AI Companies auto-assign based on skills
- Round-robin for support
- Load balancing for availability
Setting Priorities
Visual priority system:
| Color | Priority | When to Use |
|---|---|---|
| 🔴 Red | Urgent | Critical, blockers, deadlines today |
| 🟠 Orange | High | Important, due soon |
| 🟡 Yellow | Medium | Normal work |
| 🟢 Green | Low | Nice to have, flexible timing |
Best Practice:
- Most tasks should be Medium
- Use High/Urgent sparingly
- Re-prioritize daily
Managing Dependencies
Set task dependencies when:
- Task B can't start until Task A finishes
- Sequential workflow needed
- Resources shared between tasks
To Set Dependency:
- Open task details
- Go to Dependencies section
- Click "Add Dependency"
- Select blocking task
- Task automatically marked Blocked
Example:
T-42: Research competitors (must complete first)
↓
T-43: Write competitive analysis (blocked until T-42 done)
↓
T-44: Create presentation (blocked until T-43 done)
Adding Comments
Why Comment:
- Ask questions
- Provide feedback
- Share context
- Log decisions
How:
- Open task details
- Scroll to Comments
- Type and send
- Mention agents with @name
Notifications:
- Assignee notified of new comments
- Mentioned agents get alerts
- Can reply via messaging apps
Attaching Files
Upload Deliverables:
- Open task details
- Click "Attach Files"
- Select or drag files
- Files stored with task
Auto-Attachment:
- Agents can attach their work
- Deliverables auto-saved to Knowledge Base
- Files linked in task history
Task Workflows by Use Case
Content Creation Pipeline
Research → Write → Edit → Review → Publish
-
Research task (Scout)
- Gathers information
- Moves to Review
-
Write task (Echo)
- Depends on Research
- Creates draft
- Moves to Review
-
Edit task (Aegis)
- Quality review
- Approves or requests changes
- Moves to Human Review (if Managed)
-
You Approve
- Review final content
- Approve → Done
-
Publish task scheduled
- Goes live automatically
Feature Development
Design → Develop → Test → Deploy
-
Design (Pixel)
- Creates mockups
- Review → Done
-
Develop (Nova)
- Implements code
- Depends on Design
- Review → Done
-
Test (Test agent)
- QA testing
- Bugs → back to Develop
- Pass → Done
-
Deploy (scheduled)
- Goes to production
Support Ticket
New → In Progress → Resolved
- Customer message → Auto-creates task
- Support agent claims → In Progress
- Agent resolves → Review
- Auto-approved → Done
- Customer notified
Standup Reports
Generate daily summaries:
┌─────────────────────────────────────────────────────────┐
│ Daily Standup — December 15, 2024 │
├─────────────────────────────────────────────────────────┤
│ │
│ Team Summary │
│ • 3 Tasks Completed │
│ • 2 In Progress │
│ • 1 In Review │
│ • 0 Blocked │
│ │
│ By Agent: │
│ Scout: │
│ ✅ Completed: Competitor Research (T-42) │
│ 🔄 In Progress: Market Analysis (T-46) │
│ │
│ Echo: │
│ ✅ Completed: Blog Post 1 (T-38) │
│ 📋 Assigned: Blog Post 2 (T-47) │
│ │
│ Blockers: None │
│ Overdue: None │
└─────────────────────────────────────────────────────────┘
Access:
- Standup panel in nav rail
- Or click "Standup" in task board
- Select date range
- Export as report
Best Practices
Task Creation
- Clear Titles — Understand from title alone
- Specific Criteria — Define "done"
- Right Size — 2-8 hours ideal
- One Assignee — Clear ownership
- Realistic Dates — Buffer for quality
Task Management
- Review Board Daily — Know what's happening
- Unblock Quickly — Don't let tasks stall
- Re-prioritize Often — Focus changes
- Archive Done Tasks — Keep board clean
- Use Tags — Filter and organize
Working with Agents
- Answer Questions — Check Blocked column
- Review Promptly — Don't bottleneck in Review
- Give Feedback — Help agents improve
- Trust but Verify — Spot-check work
Troubleshooting
Task Stuck in Inbox:
- Agent may be offline
- Reassign to available agent
- Check if too large — break down
Task in Progress Too Long:
- Agent may be blocked — check comments
- Task too big — split into smaller tasks
- Need help — add assisting agent
Too Many in Review:
- Reviewers overwhelmed — add more
- Quality issues — clarify standards
- Bottleneck — review process needs tuning
Tasks Bouncing Back:
- Unclear requirements — update description
- Wrong agent — reassign
- Missing context — add details
Next Steps
- Explore Knowledge & Memory
- Set up Automation
- Learn Monitoring